Difference between revisions of "Job tenders list"

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''Job tenders page: [https://cloud.protemos.com/tender/index https://cloud.protemos.com/tender/index]''  
 
''Job tenders page: [https://cloud.protemos.com/tender/index https://cloud.protemos.com/tender/index]''  
 
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Go to '''Jobs=>Tenders list''':
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Go to '''Jobs⇾Tenders list''':
  
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[[File:Tenders list menu.png|border|170px]]
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[[File:Tenders.png|border|100px]]
  
 
On this page you can:  
 
On this page you can:  
  
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- View all job tenders
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—View all job tenders
  
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- Search tenders with filters
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—Search tenders with filters
  
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- Open each tender and related job for reviewing
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—Open each tender and related job for reviewing or editing (depending on the tender status)
  
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=='''Search job tenders with filters'''==
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For more information on how to create tenders, please check the '''<U>[[Create job tenders]]</U>''' page.
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__FORCETOC__
  
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By default, you can see all the job tenders in your database, 50 per page. If you want to hide or display some tenders from the list, you may apply filters.
 
  
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You can hide or display filter fields by pressing the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:  
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=='''Search tenders with filters'''==
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 +
By default, you can see all the tenders in your database, 50 per page. If you want to hide or display some tenders from the list, you may apply filters.
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You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:  
  
 
[[File:Job tenders filter 1.png|border|1100px]]
 
[[File:Job tenders filter 1.png|border|1100px]]
 
   
 
   
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So you can enter the data into the appropriate fields and press the "'''Apply'''" button, please see the example below:
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SSo you can enter the data into the appropriate fields and click '''"Apply"'''.  
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[[File:Tenters filter applied.png|border|1100px]]
 
 
   
 
   
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As you can see, the filter header turns blue. It means that the filter is applied.
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If the filter is applied, the header turns blue:
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You may collapse (hide) the filter interface by pressing the [[File:Blue arrow.jpg|border|25px]] button.
 
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Please remember the collapsed filter remains activated, and it is clearly indicated by the red color.
 
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You can expand the collapsed filter back by pressing the [[File:Blue arrow.jpg|border|25px]] button again.
 
  
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Please note that the applied filter is remembered, so it will remain even if you leave the page.  
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[[File:14.png|border|900px]]
  
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To inactivate the filter, press the "'''Clear'''" button. The header color will turn to gray, which means that no filter is currently applied.
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You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button.  
  
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=='''Job tender filters description''' ==
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<span style="color:red">'''Note''':</span> The hidden filter remains activated.
  
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*'''Tender code''' — displays only the jobs with the codes containing the entered symbols sequence.
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You can expand the hidden filter back by clicking [[File:Blue arrow.jpg|border|25px]] again.
  
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*'''Tender name''' — displays only the jobs with the name containing the specified text.
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<span style="color:red">'''Note''':</span> The applied filter is remembered, so it will remain even if you leave the page.  
  
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*'''Statuses''' — displays only the jobs with the specified status (Draft, Proposed to vendor, Confirmed by vendor, Declined by vendor, Completed, Accepted by manager, Rejected by manager, Canceled).
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To inactivate the filter, click the '''"Clear"''' button.  
  
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*'''Language pair''' — displays only the jobs with the selected language pair.
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The header color will turn to gray, which means that no filter is not applied:
  
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*'''Specialization''' — displays only the jobs with the selected specialization.
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[[File:S1.png|border|900px]]
  
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*'''Service''' — displays only the jobs with the selected service.
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=='''Tender filters description''' ==
  
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*'''Start date''' — displays only the jobs which were started in the specified period of time.
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*'''Tender code'''—displays only the tenders with the codes containing entered symbols sequence.
  
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*'''Deadline date''' — displays only the jobs with deadlines in the specified period of time.
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*'''Tender type'''—displays only the tenders of the specified type (First claimer, Selected by manager (fixed price), Selected by manager (negotiable price)).
  
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*'''Primary manager''' — displays only the jobs issued by a specific primary manager.
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*'''Statuses'''—displays only the tenders with the specified status (Draft, Active, Review, Canceled, Completed, Failed).
  
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*'''Client''' — displays only the jobs for a specific client.
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*'''Job code'''—displays only the jobs with the codes containing entered symbols sequence.
  
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*'''Vendor''' — displays only the jobs fulfilled by the selected vendor.
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*'''Language pair'''—displays only the tenders with the selected language pair.
  
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*'''Note''' — displays only the jobs with notes containing the specified symbols combination.
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*'''Start date'''—displays only the tenders which were started during the specified period.
  
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*'''Overdue''' — displays due or overdue jobs in accordance with the filter value applied (Yes, No).
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*'''End date'''—displays only the tenders that ended during the specified period.
  
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*'''Assigned to vendor''' — displays only the assigned or unassigned jobs in accordance with the filter value applied (Yes, No).
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*'''Primary manager'''—displays only the tenders created by the selected primary manager.
  
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*'''Free of charge''' — displays jobs marked or unmarked as free of charge in accordance with the filter value applied (Yes, No).
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*'''Client'''—displays only the job tenders within the project for a specific client.
  
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*'''Has payables''' — displays only the jobs with or without payables entered in accordance with the filter value applied (Yes, No).
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*'''Vendor'''—displays only the tenders proposed to the selected vendor.
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=='''Jobs editing'''==
 
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To open a job for editing, click its name in the table:
 
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[[File:W job name cklicking.jpg|border|440px]]
 
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Job view page opens, where you will be able to edit the job.
 
  
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=='''Export'''==
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=='''Open tenders and jobs for reviewing and editing'''==
  
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You can export all the displayed table of jobs to Excel by pressing “'''Export to Excel'''” button over the upper right corner of the table:
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To open tenders and jobs for reviewing or editing, click on their codes in the table:
  
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[[File:W job export to excel.jpg|border|1000px]]
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[[File:Tenders list open tend and job.png|border|1100px]]
 
   
 
   
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<span style="color:#DC143C">'''Note:''' The exported file will contain the filtered records from all the pages of the table, not just the ones displayed on the first page.</span>
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<span style="color:#DC143C">'''Note:'''</span> You can edit tenders and related jobs only in tenders with the '''Draft''' status.

Latest revision as of 15:54, 23 September 2022

Job tenders page: https://cloud.protemos.com/tender/index

Go to Jobs⇾Tenders list:

Tenders.png

On this page you can:

—View all job tenders

—Search tenders with filters

—Open each tender and related job for reviewing or editing (depending on the tender status)

For more information on how to create tenders, please check the Create job tenders page.


Search tenders with filters

By default, you can see all the tenders in your database, 50 per page. If you want to hide or display some tenders from the list, you may apply filters.

You can hide or display filter fields by clicking the Filter arrow gray.jpg button in the upper right corner:

Job tenders filter 1.png

SSo you can enter the data into the appropriate fields and click "Apply".

If the filter is applied, the header turns blue:

14.png

You may hide the filter interface by clicking the Blue arrow.jpg button.

Note: The hidden filter remains activated.

You can expand the hidden filter back by clicking Blue arrow.jpg again.

Note: The applied filter is remembered, so it will remain even if you leave the page.

To inactivate the filter, click the "Clear" button.

The header color will turn to gray, which means that no filter is not applied:

S1.png

Tender filters description

  • Tender code—displays only the tenders with the codes containing entered symbols sequence.
  • Tender type—displays only the tenders of the specified type (First claimer, Selected by manager (fixed price), Selected by manager (negotiable price)).
  • Statuses—displays only the tenders with the specified status (Draft, Active, Review, Canceled, Completed, Failed).
  • Job code—displays only the jobs with the codes containing entered symbols sequence.
  • Language pair—displays only the tenders with the selected language pair.
  • Start date—displays only the tenders which were started during the specified period.
  • End date—displays only the tenders that ended during the specified period.
  • Primary manager—displays only the tenders created by the selected primary manager.
  • Client—displays only the job tenders within the project for a specific client.
  • Vendor—displays only the tenders proposed to the selected vendor.

Open tenders and jobs for reviewing and editing

To open tenders and jobs for reviewing or editing, click on their codes in the table:

Tenders list open tend and job.png

Note: You can edit tenders and related jobs only in tenders with the Draft status.

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